PartnershipApr 6, 2026, 05:26 PM
Broadcom Enters Long-Term Agreement with Google for TPU Development and Supply, Expands Collaboration with Anthropic
AI Summary
Broadcom has secured a long-term agreement with Google to develop and supply custom Tensor Processing Units (TPUs) and networking components through 2031. Additionally, Broadcom, Google, and Anthropic have expanded their strategic collaboration, with Anthropic potentially accessing 3.5 gigawatts of Broadcom's next-generation TPU-based AI compute capacity starting in 2027, contingent on Anthropic's commercial success.
Key Highlights
- Broadcom will develop and supply custom TPUs for Google's future generations of TPUs.
- Broadcom will supply networking and other components for Google's next-generation AI racks through 2031.
- Anthropic may access 3.5 gigawatts of Broadcom's next-generation TPU-based AI compute capacity starting in 2027, dependent on Anthropic's commercial success.